Craig Phillips

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Financial planning

01 Apr

Planners to get hedge fund education

The Alternative Investment Management Association (AIMA) is to launch a series of forums in a bid to educate financial planners on the merits of investing in hedge funds ...

Financial planning

01 Apr

FPA reaffirms choice position on super

The Financial Planning Association (FPA) yesterday welcomed the Federal Government’s renewed commitment of introducing its superannuation choice and portability policies....

Financial planning

31 Mar

Macquarie put on hold

The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...

People & Products

28 Mar

Russell appoints new managers

Global investment firm, The Russell Investment Group, has added an additional investment manager to both the Russell Australian Property Securities Fund and the hedged Ru...

Financial planning

27 Mar

JBWere and Goldman Sachs merge local operations

JBWere and Goldman Sachs today formalised the merging of their Australian and New Zealand operations in a deal which sees the latter take a 45 per cent stake in the Melbo...

Financial planning

25 Mar

Tolhurst Noall names new chief

Share-broking and financial planning group Tolhurst Noall has appointed former Potter Warburg senior executive, John Wilson, as its new managing director and CEO....

Financial planning

20 Mar

Investor Group cherry picks another Stockford practice

Melbourne-based accountant and planning aggregator, Investor Group, has picked up another business of the Stockford group after announcing yesterday it had acquired the l...

Funds management

26 Sep

Ramsay report calls on fund managers to come clean on fees

A standardised definition for all fees, and their disclosure and purpose listed in one table in the product disclosure statement (PDS) of managed investment products were...